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Payroll & expenses

Customer ideas for Xero Payroll, employees, expenses and using Xero Me

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Payroll & expenses

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593 results found

  1. Be able to produce a payroll report for leave balances with a running balance. I want to be able to see all leave accrued, leave taken and the running balance in one report.

    65 votes

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    8 comments  ·  Payroll  ·  Admin →
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    Hi everyone, thanks for your suggestions regarding consolidating the information provided in the current leave reports and the suggestion to include a running leave balance.

    We appreciate that the current leave reports in Xero require exporting out of Xero and manual work to track running balances. We hear that this can add time to your workflows.

    After reviewing this idea, we're updating this idea to Not in Pipeline. Whilst we can see the value to you for this particular report configuration, this isn’t an idea that’s on our product teams foreseeable roadmap.

    We know this isn't the outcome you hoped for, and we value your input as it helps us understand what matters to the community. The idea remains open for votes so we can continue gauging interest. We’re constantly reviewing the level of support for your ideas, so will keep you updated if the status changes in the future.

  2. leave tracking report for requests that have not been completed, it could fall in previous payroll periods or current or future. This could offer more functionalities for payroll officer to track leaves in a larger payroll.

    8 votes

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    2 comments  ·  Payroll  ·  Admin →
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    Hi there, we appreciate you raised this a little while ago. This isn't something we have plans for in the near term.

    Not getting a lot of support from other members we’ll soon remove this from Product ideas. If it’s still highly valuable to you, welcome to start it again and see if it gets renewed interest.

  3. Leavers can only access payslips 14 days after leave date. 14 days is not enough time as the final pay ay not have been processed at this time. So final payslips then becomes a manual process. If P45's could also be accessed that would be great.

    30 votes

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    3 comments  ·  Payroll  ·  Admin →
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    Thanks for sharing your idea, we understand sometimes employees need access to payslips beyond 14 days after their leaving date.

    We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!

    Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.

  4. It would be great if an employee could update their bank details and pay disbursements on their xero me app.

    57 votes

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    10 comments  ·  Employees  ·  Admin →
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    Hi everyone, thanks for supporting and sharing how enabling employees to update their own bank details in Xero Me would be beneficial to you.

    We’ve recently released updates to Xero Me so that employees can view and update certain personal details directly from their app. This is part of our ongoing work to give employees more control over their information and reduce manual work for payroll admins.

    However, the ability for employees to update their own payment details in Xero Me is not something we’re currently planning. When it comes to bank account and payment details, there are additional considerations we need to take into account. In many regions, employment legislation as well as fraud-prevention obligations mean we must be especially careful about how payment details are collected, changed and who can authorise those changes.

    We really appreciate you taking the time to share how you’re using Xero Me today…

  5. Please add an opening balance for the Working Holiday Maker tax rate

    When a Working Holiday Maker (WHM) reaches the earning threshold of $45000 they must be taxed 32.5% (instead of 15% prior to $45K per financial year). When an employee is set up in Xero as a WHM this tax calculation is automatic as along as the full $45K was earned with the current employer. If the employee has earned $45K prior to starting with a new employer Xero will calculate the WHM tax as 15% instead of 32.5% and there is no option to set an opening balance.…

    19 votes

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    3 comments  ·  Payroll  ·  Admin →
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    Thanks for your patience, it’s been a little while since you raised this idea, so we wanted to check in. We've now reviewed this idea and have moved it to Gaining Support status. Our product team are keeping an eye on this idea and we will continue to share updates as things evolve

  6. Ability to email payslip before the pay run is posted. This way the employee can come back to the pay clerk with any feedback on hours or allowances before the pay run is completed and filed through to myir. The reduces the need to revert the pay run before the "final" posting and payment made to employees. Reverting the pay run impacts on IRD when IRD have begun their processing as they have to do a manual amendment to pick up any changes once the pay run is re-posted. I have advised by IRD they have to make manual amendments…

    5 votes

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    3 comments  ·  Payroll  ·  Admin →
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    Hi everyone, I wanted to provide an update on this idea. As you're aware, In Xero it's not possible to email payslip to employees before posting the pay run.

    As mentioned here, the workaround is to manually download the payslips and handle this outside of Xero.

    We want to be up front, our product team don't have any plans to develop a feature to email the payslips from a draft pay run.

    We know this isn't the answer you were looking for. Please continue to support ideas on this forum as it really does help drive the future of Xero.

  7. I have a client that needs to apply the Apprenticeship levy and this is not available on Xero Payroll as this is normally a function for large companies and not small companies that Xero are focusing on. This is a small company, but do form part of a large UK group therefore are sucked into reporting this to HMRC. Can this function be integrated into Xero payroll to be switched on when needed? I am sure it won't be a large effort for the Support Team at Xero. More and more clients are using Xero including larger companies and this…

    76 votes

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    15 comments  ·  Payroll  ·  Admin →
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    Hey everyone, it’s been a little while since this was raised, so we wanted to check in.

    We've reviewed this idea and have moved it to Gaining Support status.

    To help the idea gain traction, please share it with colleagues so they can vote for it too. The comment section is also open for all members to share how this feature would improve their Xero experience.

  8. Turn off the mileage claims option in the Expense Settings .. currently one cannot do this ... we have never used this option, and it's a pain when we use the Xero expenses app as it adds another layer to inputting an expense.

    19 votes

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     ·  8 comments  ·  Expense claims  ·  Admin →
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  9. Audit history that shows who has submitted a super batch in Xero

    24 votes

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    6 comments  ·  Payroll  ·  Admin →
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    Thanks for sharing support for having an audit history for auto super batches. It’s been a little while since this idea was raised, so we wanted to check in.

    Our product team are keeping an eye on this idea. To help your idea gain traction, please share it with colleagues so they can vote for it too. The comment section is also open for all members to share how this feature would improve their Xero experience.

  10. Xero Expenses - The ability (like with bills) to forward an email invoice to Xero and it to be automatically added to your Xero expenses app.

    92 votes

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    Hey everyone, we've been following the conversation closely and appreciate the invaluable feedback regarding expenses in Xero.

    Whilst we can see how forwarding expenses to an email address would be useful for your staff, this is currently a functionality that is not on our product team’s roadmap. In line with our new Xero Product Idea status, we’ve now updated this to Not In Pipeline.

    We’ll continue to monitor the support for this idea and will keep you updated with any future changes.

  11. Have the ability to enter employer pension contributions in the opening balances when adding a new client to Xero. At present the resulting payslip is incorrect as the YTD employer pension figure only shows the current month and not YTD.

    52 votes

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    20 comments  ·  Payroll  ·  Admin →
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    Hey everyone, it’s been a little while since this was raised, so we wanted to check in.

    We've reviewed this idea and have moved it to Gaining Support status.

    To help the idea gain traction, please share it with colleagues so they can vote for it too. The comment section is also open for all members to share how this feature would improve their Xero experience.

  12. I had a situation recently where we increased an employees salary but they wanted to reduce their working hours by 80%. The salary is based on 1 FTE. There is no way to actually do this in Xero Payroll. If I put the FTE salary in (to recognise the actual approved salary increase) and set working hours to 8 hours a day 4 days per week the 1 FTE salary is paid out in full over the year. But it should only be 80% of that. So I had to enter 80% of FTE and reduce the actual work hours…

    8 votes

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    0 comments  ·  Payroll  ·  Admin →
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    Oops, looks like this might have accidentally been moved to the wrong status, thanks for letting us know. We've now moved it to Gaining Support status. Our product team are keeping an eye on this idea and we will continue to share updates as things evolve.

  13. With separating the All purpose allowances. Is there going to be a selection for SICK LEAVE and RDO in the future? (Currently Contributes to Annual and Overtime) only. There is a lot of room for error when you have 50 employees and you have manually adjusted the rate for every single employee!! I'm sure we are not the only company that has RDO and Sick Leave where the all-purpose allowances need to be included in the base rate. Could you please Add this option to the allowances pay item. We are unable to continue with STIP Phase 2 unless this…

    22 votes

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    8 comments  ·  Payroll  ·  Admin →
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    Thanks for your continued support on this idea. We can see this idea has been steadily gaining support. Our product team are keeping an eye on this idea and we will continue to share updates as things evolve.

  14. Set the default time method for timesheets.

    Allow the payroll admin to set the default method for all employees to capture the timesheet details. EG set all employees to use only the time in and time out method not the hours method.

    26 votes

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    6 comments  ·  Payroll  ·  Admin →
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    Hi there, we appreciate you raised this a little while ago, so just wanted to touch base with an update. This idea isn't something our product team have plans for in the near future. However they'll continue monitoring this idea and we'll reach out if the idea is added to the product road map in the future.

  15. Under the employees deductions sections during payroll, if one has salary sacrifice, child support, and any other deductions, you have to process the pay run initially. And then you would have to manually do a separate payment to a payee

    Is it possible to have a payee that can be linked to the payroll deductions. Meaning when you run your payroll, the deductions will go against the payee and when the payroll aba file is created, the payee will be included in that aba file

    Alternatively create a deduction for payroll that can be linked to a bank account. Currently…

    30 votes

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    10 comments  ·  Payroll  ·  Admin →
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    Hi team. We can see it's been a while since we've provided you with an update about this idea. We've reviewed and it looks like it's an idea that's steadily Gaining Support.

    Whilst this idea isn't currently on our product team's roadmap, we're monitoring the activity and will keep you updated as we go.

  16. NZ Payroll - I would like a report that shows annual leave taken, any adjustments made to the leave balance and a final total of leave owing. I do not think there is anywhere that shows if an change has been made to someone's leave balance

    43 votes

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    8 comments  ·  Payroll  ·  Admin →
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    Hi everyone, apologies it's taken some time for us to provide an update, we’d like to let you know where things stand.

    While we understand the value of a comprehensive leave report and appreciate your feedback, our current focus is on upcoming New Zealand legislative changes. As a result, enhancements to Leave reports aren’t currently planned, but we’ll continue to consider this feedback as our priorities evolve.

    We'll let you know if the position of this idea shifts in the future.

  17. Could Xero start looking at a drop down box on the allowance to have one as Not Reportable (alongside the other catagories eg. Meals, Tools, Car), and to have it out for STP reporting? or another checkbox down the bottom along with the withholding tax, super, and W1 questions?
    Instead of going through the long winding process of creating an ordinary earning, remove as deduction and do a reimbursement as per https://central.xero.com/s/article/Process-special-pay-items-like-living-away-from-home-allowance

    80 votes

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    41 comments  ·  Payroll  ·  Admin →
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    Hi everyone, thanks for your continued feedback. To be upfront, we do not have any planned work to change how non-reportable allowances are processed at this stage. Currently, you need to use a reimbursement pay item to process these allowances. Our product team has confirmed that this remains a compliant solution with the ATO.

    However, we hear you. We know that relying on reimbursements involves workflow challenges. While it's not on our immediate roadmap, we will continue to monitor your feedback and will update this thread if anything changes.

  18. Currently, Xero does not have the feature to assign certain working days for part time employees. This becomes very frustrating when doing payroll.

    For instance, an employee works Wednesday to Friday and when a public holidays falls on a Monday, Xero will allocate either all or some of the employees ordinary hours to this date incorrectly. This means we will have to manually adjust it each time.

    A simple resolution would be to set up employees to certain working days, then the public holidays would assign correctly and there would be no need to manual adjustments.

    517 votes

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    86 comments  ·  Payroll  ·  Admin →
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    Thanks for your feedback about setting working days for part-time employees, everyone.

    We’re pleased to share that working patterns are now in development, with the first release planned for later this year.

    You’ll be able to set a one-week work pattern for each employee, which will automatically be used for leave and public holiday calculations in the pay run. For this first release, you’ll still need to update the employee’s pay template separately to reflect their standard working hours.

    We plan to build on this by connecting working patterns with standard hours in the pay run and supporting a broader range of working patterns. We’ll share another update as the release gets closer.

  19. When using the Leave Paid out on Termination feature in xero, the paid out leave is recorded in the Holiday Leave Accrual category. This means we are unable to run a report showing the value of unused entitlements paid out on Termination. This is important information for Workcover Reconciliations etc. Please set up a report for Unused Leave Paid out on Termination.

    70 votes

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    34 comments  ·  Payroll  ·  Admin →
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    Hi everyone, thanks for your feedback on this idea. We appreciate you sharing how important STP reporting is.

    The existing solution is to view the STP finalisation screen, as this information is included in the employee's STP summary.

    Something to note is that leave paid out on termination has several reporting types depending on the termination reason and leave type (i.e. Type U, Lump Sum A, etc).

    If you use the STP finalisation reports, you may like to view this in conjunction with the ATO’s guide: STP Phase 2 Reporting - Quick reference guide.

    Creating a new report for unused leave paid out on termination isn’t currently on our product team’s road map, so we've updated this idea to Not in Pipeline. The idea remains open for votes though so we can continue to monitor interest.

  20. In order to track and approve "Working from Home" requests it would be useful if Xero would enable pay item ("Working from Home") to be created that would function in the same manner as a leave category but was not leave (i.e. would not be reported to the Tax Office as a type of leave).
    That way employees could apply to work from home, as they do annual leave, and approved working from home hours would automatically appear on the leave calendar.

    7 votes

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    4 comments  ·  Payroll  ·  Admin →
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    Hi there, we appreciate you raised this a little while ago. This isn't something we have plans for in the near term.

    Not getting a lot of support from other members we’ll soon remove this from Product ideas. If it’s still highly valuable to you, welcome to start it again and see if it gets renewed interest.

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